See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,997 | $101,069-56.5% | $81,478-46.0% | $147,584-70.2% |
| Participation rate | 93.8% | 74.5%+19.3pp | 68.0%+25.8pp | 82.8%+10.9pp |
| Annual return | 21.72% | 32.40%-10.7pp | 38.78%-17.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $6,198 | $3,205+93.4% | $2,568+141.4% | $4,876+27.1% |
| Participant deferral / active EE | $6,739 | $4,242+58.9% | $3,537+90.6% | $5,439+23.9% |
| Admin fee / account holder | $201 | $5,812-96.5% | $4,561-95.6% | $10,885-98.2% |